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JANA Partners
JANA Partners’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$1.90B
reported long US equity
Positions
10
US-listed holdings
New this quarter
0
1 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | MRCYMERCURY SYS INC | $484.3M | 25.5% | 4.0M | Reduced |
| 2 | COOCOOPER COS INC | $256.9M | 13.5% | 3.6M | Added |
| 3 | STATE STR SPDR S&P 500 ETF T | $256.1M | 13.5% | 343.0K | Reduced |
| 4 | LWLAMB WESTON HLDGS INC | $232.9M | 12.2% | 5.4M | Added |
| 5 | FISVFISERV INC | $179.6M | 9.4% | 3.7M | Reduced |
| 6 | MKLMARKEL GROUP INC | $149.9M | 7.9% | 76.7K | Added |
| 7 | ALKTALKAMI TECHNOLOGY INC | $122.3M | 6.4% | 6.7M | Added |
| 8 | FUNSIX FLAGS ENTERTAINMENT CORP | $87.7M | 4.6% | 4.1M | — |
| 9 | PEVERPURE INC | $77.9M | 4.1% | 989.2K | Reduced |
| 10 | RPDRAPID7 INC | $54.7M | 2.9% | 6.7M | Added |
Sold out (Q2 2026)
ENHABIT INC
Do they hold anything you hold?
Paste your tickers and see which of them JANA Partners and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.
From JANA Partners’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.